S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.26B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,884
New
Increased
Reduced
Closed

Top Buys

1
+$144M
2
+$56.3M
3
+$23.1M
4
PTON icon
Peloton Interactive
PTON
+$12.3M
5
ABT icon
Abbott
ABT
+$4.12M

Top Sells

1
+$207M
2
+$23.7M
3
+$23.4M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.85M
5
VB icon
Vanguard Small-Cap ETF
VB
+$5.74M

Sector Composition

1 Technology 6.88%
2 Consumer Discretionary 5.03%
3 Financials 4.21%
4 Healthcare 3.41%
5 Communication Services 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2276
$4K ﹤0.01%
86
2277
$4K ﹤0.01%
119
2278
$4K ﹤0.01%
60
-15
2279
$4K ﹤0.01%
67
+19
2280
$4K ﹤0.01%
92
-3
2281
$4K ﹤0.01%
25
-10
2282
$4K ﹤0.01%
+85
2283
$4K ﹤0.01%
32
-6
2284
$4K ﹤0.01%
+19
2285
$4K ﹤0.01%
+20
2286
$4K ﹤0.01%
+510
2287
$4K ﹤0.01%
+127
2288
$4K ﹤0.01%
+67
2289
$4K ﹤0.01%
+200
2290
$4K ﹤0.01%
293
2291
$4K ﹤0.01%
175
+6
2292
$4K ﹤0.01%
100
-12
2293
$4K ﹤0.01%
232
+122
2294
$4K ﹤0.01%
265
+58
2295
$4K ﹤0.01%
80
+50
2296
$4K ﹤0.01%
52
2297
$4K ﹤0.01%
96
+28
2298
$4K ﹤0.01%
+100
2299
$4K ﹤0.01%
117
2300
$3K ﹤0.01%
64
-23
90 91
92
93 94